Home
About Us
Services
Events
- Event Archive
Education
Contact Us
Client Login

Sign up for our weekly economic updates & useful tips!

First Name

Last Name

Email Address

8 + 6 =

© 2023, CBFS. All Rights Reserved. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Cheri Blair Financial Services is a separate and independent entity from Peak Brokerage Services, LLC. CA Insurance License #0B42369.

Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy. Fixed Annuities are long-term insurance contracts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

Click here to view the background of this individual.
Form C.R.S